「Stock God」 Serenity referred to a decisive positive development in SIVE, reaching a strategic partnership with GFS to enter the pluggable optics market.

BlockBeats News, June 2nd, The "New God of Stocks" Serenity hinted in a post today that the collaboration announcement made with a photonics company is the most decisive event in the history of "a certain company." Serenity pointed out that the company's laser has become the industry-standard laser for CPO (Co-Packaged Optics), Pluggables, and SiPh (Silicon Photonics), directly benefiting AI chip giants using related foundries, including NVDA, AVGO, AMD, and MRVL. Finally, Serenity teased and asked the community: "Does anyone know the name of this company?" Community discussions revealed that the company is none other than Serenity's top holding stock SIVE.

Sivers Semiconductors (SIVE) announced today a strategic partnership with GlobalFoundries (GFS). Its laser array will be integrated into GF's Silicon Photonics platform and SCALE Optical Engines reference designs, supporting AI data center optical interconnect solutions such as CPO and LPO, aiming for the $25 billion pluggable optics market by 2030. This move makes Sivers' lasers the default light source in GF's Silicon Photonics ecosystem, significantly increasing bandwidth density and energy efficiency, providing downstream AI chip manufacturers with a standardized high-performance laser solution.